Executive Meeting Prep Briefing Packets

What this automation does, step by step

1. Twenty-four hours before any meeting on the CEO's calendar with an external contact, the workflow pulls that contact's history from the CRM (recent emails, past deal notes, and any support tickets), grabs their latest company news through a web search, and compiles everything into a single one-page briefing packet in Google Docs.

2. The packet is automatically attached to the calendar invite, and a Slack reminder goes to the chief of staff to do a final read-through an hour before the meeting starts.

3. Recurring internal meetings get a lighter version instead, pulling open action items from Asana so nobody walks in without knowing what was promised last time.

4. Executives walk into every meeting already knowing the context instead of scrambling through old email threads five minutes beforehand.